This week, we have an update on local sand mining activity… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, …
Read More »A Case A Day In A Four-Pack Of Oilfield Legal Disputes: Today Is E-Frac… [Part 2 Of 4]
Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to …
Read More »What’s Left In The Tank For 2025 In Shale? [DATA ALERT]
This week, we have an update on E&P spending trends… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please …
Read More »Will Texas Honestly Address Texas Westmoreland Coal or Bury Their Heads in Frac Sand (or some other “Solid Materials”)? [Expert Guest Post]
Expert perspective of great value as Texas E&Ps, pumpers, sand movers and miners navigate a big change put forth and then delayed and then paused by the government… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »A Case A Day In A Four-Pack Of Oilfield Legal Disputes: Today’s Case In Frac Sand… [Part 1 Of 4]
Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to …
Read More »Catching Up On Frac Service Management Comments
Another oilfield service season is in the books and we are catching up on everything said since we spent more time in the field than listening to calls during this reporting season! There’s a lot more to this story… Login to see the full update… To read this update …
Read More »5 Key Takeaways From Our Latest Permian Local Sand Mine Analysis [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
Read More »Iron Oak Continues Consolidation Spree
Another Merger Monday in frac sand… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss …
Read More »The Latest Frac Sand Market Outlook From Atlas: Tough Sledding, But Taking Market Share
Sand market takeaways we learned from the latest Atlas earnings report… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, …
Read More »The “Sand Slinger”… Plus 8 Other Things E&Ps Said About Sand Just Now
This earnings season, frac sand comments have been fairly light. The most notable of the sand remarks made by E&Ps on their conference calls over the past couple weeks was… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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